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Financial Modeling and Reporting with Microsoft Power BI
book

Financial Modeling and Reporting with Microsoft Power BI

by Andy Clark, Tom Gough, Shailan Chudasama
May 2026
Beginner to intermediate
350 pages
8h 29m
English
Packt Publishing
Content preview from Financial Modeling and Reporting with Microsoft Power BI

10

Testing and Fine-Tuning Your Data

The previous chapter explained how to build your suite of financial reports. One of the foundations of that chapter was the importance of making sure your data is correct. This chapter describes a core skill of a good data analyst: testing and fine-tuning your data, which can be difficult and time-consuming. Why is that?

Data from financial systems is complex, and it's often the case that the data you see onscreen has been manipulated, filtered, and calculated to provide the result based on data within the database.

Data tables from finance applications are complicated. For example, they'll include voided and cancelled transactions, so straight sums of data will also include everything. Ensuring your data ...

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Publisher Resources

ISBN: 9781835880265